Top 6 Benefits of CRM Integration for Magento 2 Store: You Must Know

December 13, 2022 | Author: Ashley Brown

Magento will be the best choice if you own an online retail business. As Magento provides everything from flexibility, SEO readiness, advanced features, and market-oriented techniques. However, you cannot handle all of the daunting tasks at once. As a result, CRM integration for Magento 2 store is your complete solution. Because it streamlines all your business activities and excels in handling mundane tasks. Let’s closely look at the profits of integrating CRM with the Magento store.

Advantages of CRM integration for Magento 2 store 

Here are some benefits of integrating a CRM platform with your Magento 2 store: 

1. Manage Customer Data 

When you have a well-established business, you handle tonnes of data. And the customer data is all distributed in different places. So, rather than operating the data in a distributed system, CRM offers an excellent solution. A CRM integration for Magento 2 store communicates information through various business divisions. Moreover, this system manages and updates the data to access it quickly. 

2. Track Customer Interaction 

Interactions with customers or leads can occur through a variety of channels. And juggling these interactions can be challenging at times. Especially when dealing with omnichannel retail customers who can contact you from anywhere. As a result, the CRM integration system operates and stores all information in one location. In addition, it manages interactions from multiple sources. 

3. Improve Inventory Management

CRM solutions can manage customer and inventory systems. A CRM compares purchase orders to customer orders to provide a snapshot of current fulfillment capabilities. Because CRM integration for Magento 2 store offers in-depth reports. It provides analytics on stock availability, providing a holistic view of managing your product’s demand. Team members get information on critical sales metrics. Examples include average order value, customer retention rate, and most recent orders. 

4. Analyze New Trends

Data is constantly changing and forever updating to reflect current trends. And you must follow up with excellent integration services for your Magento 2 store. Juggling through the new trends, information management, and data tracking can be difficult for newcomers. A Magento-CRM integration allows for data-driven forecasting. As a result simplifies deal-close probability, budgetary expenditure, and other factors. 

Bonus Read: How To Optimize Magento Store Core Web Vitals For Improved SEO Rankings

5. Gain a Competitive Advantage  

If you own an omnichannel retail store, you should be aware of the market’s fierce competition. You should manage data and handle customer inquiries to bring your company to the forefront. In addition, to achieve coordinated and superior information flows within your organization, you must manage customer queries efficiently.  

6. Boost your productivity 

All the above-discussed pointers collectively boost your productivity. CRM platform unifies your sales, marketing, and customer support system. Establishing a process or workflow for team members to follow becomes easier. As a result, it reduces time on tedious tasks and manual work. You can take help from Magento support services for more professionalism. 

Top CRM integration for Magento 2 store  

Here are some well-known CRM integration service providers. 

1. Zoho CRM 

Here is the first CRM Zoho, a well-known cloud-based CRM platform. It also works well for medium and small businesses. Zoho has a large user base and reputable clients who have used Zoho to help their businesses grow and convert more sales. Furthermore, this platform promotes “selling smarter, better, and faster” and provides tools to help your Magento store grow exponentially. 

Zoho is the best CRM integration for Magento 2 and works well to store data to automate processes and generate real-time reports. It also includes an AI-powered sales assistant to assist you in taking your workflow automation and management to the next level. 

2. Salesforce CRM 

Salesforce is yet another expert CRM integration for Magento services. This leading reputation organization has thousands of partners and over two decades of experience. Salesforce for your Magento store has tools for seamless customer relationships. It also includes marketing automation, workflow creation and management, and task management. 

Salesforce also provides Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. As a result, every aspect of your Magento 2 salesforce integration should function and be smoothly managed. Salesforce features may be overwhelming for small and medium-sized businesses. However, it is an excellent Magento CRM option if you want to expand and scale quickly. 

3. HubSpot CRM 

Moving on to another well-known CRM, HubSpot, which has steadily improved after several updates. It enables you to coordinate Magento integration services with competent data management and real-time channel synchronization. 

Store owners using Magento 2 can streamline their sales, marketing, and data management for both long-term and short-term campaigns. 

HubSpot CRM provides the following core functional packages: 

Sales Hub – support email automation, tracking, and meeting schedules are all supported. 

Marketing Hub- operates marketing automation, lead generation, and analytics. 

Service Hub – assist customer feedback, ticket processing, and knowledge base building. 

Hubspot provides businesses with open-source and free Magento integrations. Its free version offers a complete solution for your Magento store’s marketing, sales, and customer service. 

4. SugarCRM 

SugarCRM offers numerous CRM integration for Magento 2 store owners in many ways. As it offers seamless customer communications and reduces the time for repetitive tasks. As a result, there are numerous advantages to using integration services. Sales processes, customer information, products, invoices, marketing campaigns, and so on are examples. 

SugarCRM is divided into three main categories: Sugar Sell, Sugar Market, and Sugar Serve, which focus on the three most important aspects of your business. Its business management features are the best Magento CRM integration for mid-level enterprises. 


Magento CRM integrations can benefit your store in sales, marketing, and customer relationships. As above discussed, these are some of the well-known CRM presents in the market. For more consideration, consult Magento integration services for your projects. 


1. How many different types of plugins are available in Magento? 

Magento 2 plugins are classified into three types:  

  • Before Plugin 
  • After Plugin 
  • Around Plugin 

2. How many different types of modules are there? 

A module is a collection of packages that are classified as either exported or concealed. 

3. Which platform is superior, Magento or Laravel? 

Thus, Magento is the clear winner based on availability because the framework is quicker and more accessible than Laravel.